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| Provider | Service type | Compensation |
|---|---|---|
GRIMES & COMPANY, INC.3 years Filed as: GRIMES & COMPANY Service code 26 110 TURNPIKE RD #100 · WESTBOROUGH, MA 01581 | Advisory (Participants) | $20,797 |
Service code 10 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Accounting | $3,250 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 333 SOUTH HOPE STREET 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $2,225 |
16 funds of $250K or more; 30 lines in all, holding $9.7M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Gfa-R4 Manager not matched · Mutual fund | $1.6M | 16.6% |
| Wmif-R4 Manager not matched · Mutual fund | $1.4M | 14.3% |
| Mmf-R4 Manager not matched · Mutual fund | $573K | 5.9% |
| AFTD50-R4 Manager not matched · Mutual fund | $572K | 5.9% |
| AFTD35-R4 Manager not matched · Mutual fund | $540K | 5.5% |
| AFTD45-R4 Manager not matched · Mutual fund | $482K | 4.9% |
| Amcap Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $475K | 4.9% |
| Bfa-R4 Manager not matched · Mutual fund | $452K | 4.6% |
| AFTD30-R4 Manager not matched · Mutual fund | $405K | 4.2% |
| Ahit-R4 Manager not matched · Mutual fund | $349K | 3.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.